Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$530K Sell
15,217
-513
-3% -$17.9K 2.66% 13
2020
Q2
$488K Sell
15,730
-3,760
-19% -$117K 2.49% 17
2020
Q1
$604K Sell
19,490
-9,071
-32% -$281K 2.87% 13
2019
Q4
$1.06M Buy
+28,561
New +$1.06M 1.67% 27